To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ Is $Meta Platforms, Inc.(META)$ a customer of SMCI?Yes, there is strong evidence that Meta (formerly Facebook) is a customer of Super Micro Computer (SMCI). Here's what we can glean from several sources:Analyst reports: Financial analysts following SMCI frequently mention Meta as a significant customer, even estimating Meta's contribution to SMCI's revenue at around 20% [multiple sources].News articles: News articles discuss Meta's substantial investment in AI hardware, which aligns with SMCI's core business of providing server and storage solutions [multiple sources].While SMCI doesn't publicly disclose its customer list, the weight of this evide

Quick Recap US “hotter than expected” inflation data out on Wed, 10 Apr 2024 - resulted in a pandemonium in the stock market: Headline CPI: was 3.5% vs 3.4% expected vs 3.2$ (February). Core CPI: was 3.8% vs 3.7% expectations vs 3.8 (February). Fact: 3rd month in a row that inflation reported has been hotter than expected. Assumptions that persistent inflation is “seasonal” should be throw out of the window by now. Panic sell caused the market to lose its footing yet again. When market closed for Wednesday: DJIA: -1.09% (-422.16 to 38,461.51). S&P 500: -0.95% (-49.27 to 5,160.64). Nasdaq: -0.84% (-136.28 to 16,170.36). Decliners outnumbered advancers for a 3.99-to-1 ratio. Chain Reactions. The followings happened after CPI report was out regardless of whether it was timed or othe

As the world's largest dedicated semiconductor foundry, TSMC has been leading the technological development trends in the semiconductor industry. With its advanced 5nm and below process capabilities, TSMC has not only attracted orders from tech giants like Apple and Nvidia, but has also secured an important position in the emerging and hot AI chip market.Recently, against the backdrop of the continuously booming AI field, the global demand for advanced process chips has surged, bringing strong growth momentum to TSMC's performance. Investors are also bullish on the company's prospects, with TSMC's stock price already up 40% this year and its market capitalization more than doubling.Supported by multiple positive factors, TSMC's stock price continues to rise. With the arrival of the Q1 earn

Alt inflation headline reads out: Inflation running below Fed's 2% target on both core and headline CPI using more real-time shelter! Instead of 5.7% BLS shelter, avg of Apt List/Zillow: 1.1% Let's be careful from over emphasizing too hot headlines!@JeremyDSchwartz